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Paul Merriman

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2018 Update of Paul’s “Ultimate Buy-and-Hold” Portfolio

By Paul Merriman / February 14, 2018

For many years Paul and Rich have updated the Ultimate Buy-and-Hold Portfolio, and have posted the updates for 2018.  This podcast is a step-by-step discussion of building a portfolio of 10 major equity asset classes. We want to make very clear how much impact each of these asset classes has on the long-term return of the portfolio, as […]

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Topics you can’t afford to miss

By Paul Merriman / February 7, 2018

Ken Roberts – of Ken’s Bulls & Bears on KCKQ AM 1180 in northern Nevada – recently interviewed Paul. In this 43 minute conversation they discuss target date funds, the pros and cons of stock selection, how young investors can get a head start, the four most important variables in your mutual funds performance, and the best […]

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Pros and Cons of Motif and M1 Finance

By Paul Merriman / January 31, 2018

The Motif Investing and M1 Finance companies allow investors to create a customized portfolio of individual securities and ETFs.  Paul and Chris Pedersen compare these two low cost ways to create do-it-yourself robo portfolios.  In both cases there are great advantages and important limitations.  Chris recently compared the important differences in a table that may be useful […]

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Passive VS. Active Q&A

By Paul Merriman / January 24, 2018

In Paul’s recent Marketwatch article he explores the debate between the results of index funds and actively-managed funds.  If you review the comments following the article, you will see there are a lot of defenders of active management. In this podcast Paul responds to some of the most aggressive defenders of active management, including a comparison of Warren […]

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The #1 investment table

By Paul Merriman / January 17, 2018

Paul discusses the annual update of Callan’s colorful “Periodic Table of Investment Returns 1999-2017” and suggests you view the table while listening: https://www.callan.com/wp-content/uploads/2018/01/Callan-PeriodicTbl_KeyInd_2018.pdf.  Paul also addresses the changes to his 401k recommendations from 50/50 U.S/international equities to 70/30 U.S./international, and small cap value from Guggenheim SmallCap 600 Pure Value (RZV) to SPDR Small Cap Value (SLYV); and […]

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12 Answers to Investor Questions

By Paul Merriman / November 15, 2017

Paul answers 12 questions from his readers and listeners concerning REITS, bonds, gold, investment risks, portfolio management, asset class allocation and emerging markets: 1.  Is it a good idea to own both U.S. and international REITs?  5:45 2.  Should REIT percentages change if we buy real estate? 8:55 3.  How much should we invest in bonds […]

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Lessons learned at AAII Conference

By Paul Merriman / November 8, 2017

The AAII (American Association of Individual Investors) Conference was a treasure trove of investment history and advice for amateur investors.  In fact, Paul felt a lot of the information should be meaningful to professionals as well.  Paul was impressed with the presentations from Meb Faber, Larry Swedroe, Dr. Craig Israelsen and Mark Hulbert.  The one thing that all four […]

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Introducing The Merriman Ultimate Target-Date Portfolios

By Paul Merriman / November 1, 2017

Chris Pedersen joins Paul to talk about their latest research on getting better returns from Target-Date portfolios. The discussion includes the pros and cons of Target-Date Funds (TDFs), how to make the best use of TDFs, recommendations for D-I-Y investors at Vanguard, and the easy solutions they created at Motif for those following Paul’s work. To enable investors interested in […]

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What’s wrong with target date funds?

By Paul Merriman / October 18, 2017

Target-Date Funds are the most important financial product since mutual funds were first offered in 1924. With pensions a thing of the past, target-date funds should be the investment of choice because they are the most likely path to financial independence for most investors. Unfortunately, many target-date funds lack the appropriate fire power to super […]

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